See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,315 | $30,400-72.6% | $53,898-84.6% | $84,808-90.2% |
| Participation rate | 1.1% | 46.4%-45.3pp | 55.0%-53.8pp | 68.3%-67.2pp |
| Annual return | 18.26% | 500.19%-481.9pp | 528.60%-510.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $43 | $1,199-96.4% | $1,826-97.6% | $4,212-99.0% |
| Admin fee / account holder | $27 | $1,993-98.6% | $2,491-98.9% | $7,344-99.6% |